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Crystal Clear Essentials
Crystal Clear Essentials is a powerful new reporting tool for ACT!
Built using the worlds most popular report generator, Crystal Reports, Crystal Clear Essentials provides managers and executives with vital information in a way that is not possible using the built-in ACT! report generator. Featuring 15 new reports, Crystal Clear Essentials can easily be run from the ACT! report menu and includes prompts allowing the user to further customise the report. Considering all of the flexibility available through user selections, there are thousands of possible reporting outcomes.
Sample Reports
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Activity Reports
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By activity type
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Sample
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Completed vs Pending activities by type and user
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Sample
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Group Report
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Summary of group history entries
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Sample
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History Reports
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History report and summary by type and user
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Sample
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History summary by contact
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Sample
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History Summary by ID/Status
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Sample
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Note report by user
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Sample
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Sales Reports
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30, 60 & 90 days forecast report by user and summarised
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Sample
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Competitor report - lost to who
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Sample
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Competitor report - reasons lost
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Sample
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Marketing campaign analysis
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Sample
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Opportunity activity report
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Sample
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Funnel stage report by value and volume
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Sample
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Product Reports
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Sales won by product detail
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Sample
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Product sales analysis by user
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Sample
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Using Crystal Clear Essentials
(Crystal Clear Essentials version 1.0.7 requires ACT! 2006 version 8.0.1 or greater)
Purchasing Crystal Clear Essentials
You can order CCE online direct with the software manufacturers, just select Preact Limited from the drop-down list. Crystal Clear Essential requires ACT! v8 or higher to run.
IMPORTANT: Before purchasing you must first install the Crystal Clear Essentials software from one of the above links.
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